NFA
Northwest Financial Advisors’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Buy |
2,698
+8
| +0.3% | +$1.06K | 0.5% | 57 |
|
|
2025
Q1 | $361K | Buy |
2,690
+7
| +0.3% | +$940 | 0.3% | 74 |
|
|
2024
Q4 | $352K | Buy |
2,683
+9
| +0.3% | +$1.18K | 0.29% | 74 |
|
|
2024
Q3 | $361K | Buy |
2,674
+290
| +12% | +$39.2K | 0.29% | 67 |
|
|
2024
Q2 | $288K | Sell |
2,384
-815
| -25% | -$98.6K | 0.29% | 73 |
|
|
2024
Q1 | $394K | Sell |
3,199
-169
| -5% | -$20.8K | 0.43% | 60 |
|
|
2023
Q4 | $395K | Buy |
+3,368
| New | +$395K | 0.34% | 52 |
|